Relationship Manager - Retail Sales

Description

Position Purpose:

Working with distributors across assigned channels to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.

Principal Accountabilities:

Generating Business

Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.

Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met.

Maintain call reports and implement the sales process of the organization.

Drive profitability & market share for the organization

Building positive relationships with channel partners

Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales.

Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.

Ensure our distributors have a detailed understanding of our funds & products.

Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.

Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.

Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business

Sales support & market intelligence

Coordinate with product and research team to provide support to the channel partners.

Provide sales support to existing and new relationships, respond to more complex customer enquiries.

Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.

Knowledge, Skills, Competencies, and Certifications

Knowledge, Skills & Expertise

Excellent interpersonal skills, communication, & presentation skills

Well entrenched & networked in the local AMC market

Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.

Effective knowledge of MS Word, Excel, and PowerPoint

Strong on analytics and problem-solving skills.

Aptitude for building positive relationships

Certifications

NISM Series V - Mutual Funds Distributor Module certified

Competencies

Excellent Communication – communicates with confidence

Collaboration

Innovation & Continuous Improvement

Client centricity

Attributes

A positive, go-getter attitude & acts as a part of a team.

Display entrepreneurial drive, passion, and enthusiasm.

Focuses on clients

Preferred Industry Experience

Financial Services preferably Mutual Fund sales

5-10 years of experience

Equal Opportunity Employer

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, colour, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

Competitive Compensation 

Flexible, Hybrid Work 

30 days’ Annual Leave + Public Holidays 

Life Insurance 

Retirement Planning 

Group Personal Accident Insurance 

Medical Insurance for Employee and Family 

Annual Health Check-up 

26 weeks Maternity Leave 

Paternal Leave 

Adoption Leave 

Near site Childcare Facility 

Employee Assistance Program 

Study Support 

Employee Stock Purchase Plan 

ESG Commitments and Goals 

Business Resource Groups 

Career Development Programs 

Mentoring Programs 

Invesco Cares 

Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco:

About our Culture:

About our D&I policy:

About our CR program:

Apply for the role @ Invesco Careers :